Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Senior Vice President & Portfolio Manager
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Based in Oakville, Ken is the founder of the Jean Wealth Management Group at National Bank Financial. With 27 years of investment management experience, Ken is personally responsible for the management and construction of his clients' portfolios, as well as ongoing client reviews and communication. Ken graduated university with Honours and holds a Bachelor of Commerce and Masters in Business Administration. Upon graduation, Ken was the Chief Financial Officer of an overseas medical organization prior to joining the securities industry.

Ken's appointment as a Senior Vice-President of National Bank Financial further underscores his business accomplishments and success in helping clients reach their financial goals. Ken's accreditation as a Portfolio Manager is recognized as one of the highest credentials available in the investment industry. It is awarded to industry-recognized professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors.

Ken also has been granted the "Social Commitment" award for the South Western Ontario region. This award, bestowed on an annual basis, recognizes Advisors who have been effective in espousing the values of social responsibility within their respective communities. Actively involved in the community, Ken has coached a number of athletic teams and has been supporting a number of non-profit organizations for many years. Not only did Ken stand out for his remarkable sense of professionalism and social commitment, but he also demonstrated extensive dedication to the well-being of his clients and to the development of his community socially, economically and ecologically.

Associate Investment Advisor
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Rachel is a graduate from the University of Guelph. After graduating with honours in 2016, Rachel joined my team full-time. Rachel will be entering National Bank Financial's investment advisor training program in September while continuing to work alongside me on our team.

Outside of work, Rachel enjoys travelling and is an avid runner and boxer.

Investment Associate
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Jennifer is a graduate from The University of Toronto and has over 15 years of experience in the financial services industry. She comes from a service-oriented background in the financial sector and is highly committed to bringing clients timely, efficient, and courteous services. Prior to joining my team in September of 2015, Jennifer worked at a major brokerage firm as an Investment Associate. She enjoys speaking with clients regarding any questions or inquiries they may have, and is dedicated to providing reliable and efficient services to all of our clients. Jennifer lives in Ancaster with her husband and two daughters.

Associate
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Steven is a recent business graduate from Wilfrid Laurier University and has a minor in the field of economics. He performs research on companies, helps with administrative tasks and enjoys learning more about the economy in his free time. Steven's hobbies include going to the gym and playing soccer.

Contact us

Get contact information for our team members and find out where our offices are.

 

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